Trump Tariffs: The wealthy will shield Asian banks
A fresh round of US levies could hurt trade finance and other loans. The rich hold the key for Hong Kong and Singapore lenders
Anti-Tobacco Warnings in OTT Streaming: Can India find the balance?
The proposed 2024 Amendments to COTPA risk stifling India's digital content ecosystem with overly prescriptive regulations. A collaborative approach with OCCPs and a focus on educational content could balance public health objectives with content accessibility and economic growth
Market under pressure as domestic and foreign investors navigate rising yields and earnings slowdown
The combination of slowing new account openings and a rising stoppage ratio suggests that less domestic capital will flow into the market.
Martin Wolf: Manufacturing fetishism is destined to fail
It is so much easier to blame the disappearance of these US jobs on China than on domestic consumers and automation
Bitcoin – a volatile yet relevant digital currency in modern times
Despite several regulations, BTC is still relevant in today's time and its price continues to increase as more and more institutions take interest in this cryptocurrency
Climate change poses severe threat to Kashmir’s cash crops
Kashmir's saffron and apple industries are severely impacted by climate change, with rainfall deficits and rising temperatures affecting crop yields and quality. The loss in the region is estimated in billions of rupees
India's interest rate outlook may run into Trump policy hurdle
Expectations of a cumulative 50-75 bps rate cut are still pencilled in, but it may take place over a longer period than anticipated earlier
Jharkhand election seems to have become a referendum on ‘illegal immigration’
A keenly fought contest is set for a nail biting finish. With welfare promises of NDA and INDIA designed on similar lines, the differentiators boil down to issues such as UCC, infiltration and the fear of “outsiders” taking over tribal land
What to expect from the G20 summit in Rio de Janeiro?
Addressing global challenges is becoming tough for G20 despite the commitment of world leaders at the annual meetings
It’s a tough job being part of the MPC these days
India’s MPC has more than enough to ponder in December, beyond a new President in the US
Should monetary policy be hostage to vegetable prices?
The overall CPI index has moved up from 147.2 in October 2019 to 196.8 in October 2024, an increase of a third in 5 years. And the Food & Beverage index has gone up by 40 percent over the period. Small wonder that the consumption of the masses has been hit
How ‘revdis’ became the staple in India’s welfare system
Jharkhand votes today. A common thread running through poll promises of major political parties there is a regular income transfer to women. Monthly cash transfers are commonplace in India today across regions and political formations. A look back at its evolution shows that India is among frontrunners in introducing a form of basic income transfer
Chart of the Day | SBI's asset quality has improved despite a tricky loan market
SBI is often seen as a proxy of India’s banking sector and broader economy. Hence, the trends seen in SBI’s balance sheet are a reflection of the overall health of the economy
Elon Musk’s AI nightmares could blunt Donald Trump’s tech ambitions
The tech mogul’s zealous beliefs on AI doom could limit fast-and-loose policies for the industry
Trump's market honeymoon won't last much longer
Stocks grab all the headlines, but bond and currency markets show where trouble might be brewing
China’s police are coming to a city near you
Its international policing activities are growing. That’s turning the country into a global security power
Sanctions by the US on Indian firms are serious but addressable
Russia-related sanctions on Indian firms and nationals by America’s Office of Foreign Assets Control can have far-reaching implications. They shouldn’t be ignored. There are ways to ring-fence target entities as OFAC policy is guided by an aim of changing behaviour
COP29: Time to shift gears on climate change with carbon removal
COP29 must focus on carbon removal, not just emission reduction, to combat climate change. The current pace of mitigation is insufficient, and carbon removal technologies can achieve net negative emissions, making it a more urgent, effective, and fair strategy
SIP inflows at record highs, but will household flows into equities start tapering soon?
Equities as a percentage of household assets is about the same in India as in the UK, which is strange, given that India is a much poorer country
Bank NPAs are down, but watch the SMA-2 loans closely
A look at the second quarter results of banks suggests that there has been a rise in the special mention category-2 loans (SMA) of some large banks. These can be tricky for the lenders if things don’t go according to plan.
All the signs point to a downcycle in commercial vehicles
Lack of strong bounceback in infra activity, moderating urban demand and easing truck rentals raise doubts over CV sales improving
Will there be a Santa Claus rally this year?
Instead of trying to profit from this rally by buying in advance and anticipation of higher prices, attempt to exit from weaker stocks
Who’s Who in the Musk ‘A-team’ vying to shape Trump 2.0
Billionaire likely to push for government roles for acolytes and allies to cut regulation and protect his businesses
Chart of the Day: The remarkable recovery in Power Grid’s capex
Total works in hand rose to Rs 1.43 lakh crore in November 2024 from Rs 50,500 crore in the year ago period.
Trump’s trade war threat against China signals a bumpy ride for India’s exchange rate
Trump’s trade policies would make Asian economies get into a currency war soon and the Indian rupee won’t be able to avoid it.
